Ways to Fund Special Needs Trusts

January 9, 2018 · · Articles, Cash Management, Children, Estates & Trusts, Financial Planning, Insurance · 0 Comments

A look at the different options & strategies. If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income will not pay for, and a special needs trust may be used to address that financial challenge.   In.

View This Article →

Weekly Economic Newsletter – January 8, 2018

January 8, 2018 · · Economic, Newsletters · 0 Comments

    WEEKLY QUOTE “Whatever you think, be sure it is what you think; whatever you want, be sure that is what you want; whatever you feel, be sure that is what you feel.” – T.S. Eliot            WEEKLY TIP Retiring one year later means one extra year to save, one extra year for those savings.

View This Article →

Weekly Economic Newsletter – January 2, 2018

January 2, 2018 · · Economic, Newsletters · 0 Comments

    WEEKLY QUOTE “We are not entitled to our opinions; we are entitled to our informed opinions. Without research, without background, without understanding, it’s nothing.” – Harlan Ellison            WEEKLY TIP Do you think you will have a 2018 tax refund? Consider using it to pay off a high-interest debt. If you have a debt.

View This Article →

Weekly Economic Newsletter – December 27, 2017

December 27, 2017 · · Economic, Newsletters · 0 Comments

    WEEKLY QUOTE “Do what you can, with what you have, where you are.” – Teddy Roosevelt            WEEKLY TIP Under 30? Now is the time to consider automating your saving and investing, so you can take advantage of the potential benefits of compounding. Many baby boomers and Gen Xers wish they had started investing.

View This Article →

Weekly Economic Newsletter – December 18, 2017

December 18, 2017 · · Economic, Newsletters · 0 Comments

    WEEKLY QUOTE “Children are likely to live up to what you believe of them.” – Lady Bird Johnson            WEEKLY TIP New baby on the way? Make sure to add your child to your health insurance plan within 30 days of his or her birth.          WEEKLY RIDDLE Had by some and treasured.

View This Article →

Your 2018 Financial To-Do List

December 13, 2017 · · Articles, Cash Management, Economy, Estates & Trusts, Financial Planning, Investing, Tax Planning · 0 Comments

  Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. You.

View This Article →

Weekly Economic Newsletter – December 11, 2017

December 11, 2017 · · Economic, Newsletters · 0 Comments

    WEEKLY QUOTE “One’s dignity may be assaulted, vandalized and cruelly mocked, but it can never be taken away unless it is surrendered.” – Michael J. Fox            WEEKLY TIP Consider buying used capital equipment in good condition for your company rather than new equipment. Sometimes, lenders will auction off assets from foreclosed businesses. Through.

View This Article →

Weekly Economic Newsletter – December 4, 2017

December 4, 2017 · · Economic, Economy, Newsletters · 0 Comments

    WEEKLY QUOTE “My father used to say, ‘Let them see you and not the suit.’” – Cary Grant            WEEKLY TIP Did you just get a great business idea? If you have a product or service offering that you sense your customers will find irresistible, perhaps they could help you finance it. Consider presenting.

View This Article →

Should We Reconsider What “Retirement” Means?

November 29, 2017 · · Articles, Financial Planning, Retirement · 0 Comments

  The notion that we separate from work in our sixties may have to go. An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT professional decides to conclude her career at age 58; she.

View This Article →

Weekly Economic Newsletter – November 27, 2017

November 27, 2017 · · Economic, Newsletters · 0 Comments

  WEEKLY QUOTE “There are two ways of spreading light: to be the candle or the mirror that reflects it.” – Edith Wharton            WEEKLY TIP Some investors play a guessing game: they watch Wall Street and try to pick future winners. Other investors recognize that diversification may improve their chances of holding shares in such.

View This Article →

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, HI, KS, LA, MD, NC, OH, PA, SC, TX, VA.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners, a Registered Investment Advisor. Pellecchia Financial Services and Independent Financial Partners are separate entities from LPL Financial. FINRA/SIPC.

Designed by Pop Design Group